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ELEVAGE PARTNERS, LLC
CRD 158386File 801-112475
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$154.6M
Bottom 25% of cohort (national)
Discretionary AUM
$144.8M
Non-discretionary $9.8M
Clients
368
790 accounts
Employees
8
Bottom 25% of cohort in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 20, 2018
- Principal office
- 5470 KIETZKE LANE, SUITE 300, RENO, NV, 89511
- Phone
- (800) 725-1622
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $154.6M
- Discretionary AUM
- $144.8M
- Non-discretionary AUM
- $9.8M
- Discretionary accounts
- 700
- Non-discretionary accounts
- 90
- Total accounts
- 790
- AUM per client
- $420K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $2.8M |
| High net worth individuals | 23 | $66.7M |
| Individuals (other than high net worth individuals) | 342 | $85.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 8 | decreased by2 |
| Apr 1, 2026 | Clients | 371 | 368 | decreased by3 |
| Apr 1, 2026 | AUM | $147,025,159 | $154,574,081 | increased by$7,548,922 |
| Apr 1, 2026 | Accounts | 978 | 790 | decreased by188 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 180 | 371 | increased by191 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $134,111,589 | $147,025,159 | increased by$12,913,570 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 508 | 978 | increased by470 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 209 | 180 | decreased by29 |
| Apr 1, 2022 | AUM | $185,351,045 | $134,111,589 | decreased by$51,239,456 |
| Apr 1, 2022 | Accounts | 1,228 | 508 | decreased by720 |
| Dec 1, 2021 | Disclosures | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELEVAGE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEVAGE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.